Retirement Group’s McDonald's MCD Stock Holding History

Retirement Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$93.6K	Buy	332 +66	+25%	+$19.2K	0.03%	169
2023 Q4	$78.9K	Buy	266 +140	+111%	+$38.1K	0.03%	172
2023 Q3	$33.2K	Sell	126 -7	-5%	-$2K	0.01%	250
2023 Q2	$39.7K	Hold	133	–	–	0.02%	233
2023 Q1	$37K	Sell	133 -7	-5%	-$1.88K	0.02%	229
2022 Q4	$37K	Buy	+140	New	+$36.9K	0.02%	208
2022 Q3	–	Sell	-228	Closed	-$56K	–	686
2022 Q2	$56K	Sell	228 -2	-0.9%	-$493	0.02%	198
2022 Q1	$57K	Buy	230 +27	+13%	+$6.73K	0.02%	220
2021 Q4	$54K	Buy	203 +78	+62%	+$19.7K	0.02%	220
2021 Q3	$30K	Hold	125	–	–	0.01%	269
2021 Q2	$29K	Sell	125 -184	-60%	-$42.8K	0.01%	279
2021 Q1	$69K	Sell	309 -285	-48%	-$61K	0.03%	234
2020 Q4	$127K	Hold	594	–	–	0.06%	160
2020 Q3	$130K	Buy	594 +109	+22%	+$22.4K	0.07%	159
2020 Q2	$89K	Buy	+485	New	+$88.9K	0.06%	179
2019 Q4	$169K	Buy	+853	New	+$169K	0.11%	123

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Group's MCD Position: Q1 2024 in Review

Retirement Group increased its McDonald's (MCD) stake by 25% in Q1 2024, buying an estimated $19.2K and bringing the position to 332 shares worth $93.6K. The position accounts for 0.03% of the portfolio, ranked #169.

Retirement Group first reported a position in MCD in Q4 2019 and has held it in 16 quarters since. The position peaked at $169K in Q4 2019. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Retirement Group held 332 shares of McDonald's worth $93.6K as of Q1 2024.
Retirement Group bought 66 McDonald's shares in Q1 2024, an estimated $19.2K.
McDonald's made up 0.03% of Retirement Group's portfolio in Q1 2024, its #169 holding.
Retirement Group first reported a position in McDonald's in Q4 2019 and has held it in 16 quarters since.
Retirement Group's McDonald's position peaked at $169K in Q4 2019.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.